NYSE · Industrials

ROCKWELL AUTOMATION INC ROK

Rockwell Automation, Inc., together with its subsidiaries, provides industrial automation and digital transformation solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services.

Industrial Machinery/Components

Company profile

Business mix

  • It operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services.
  • It also provides digital consulting, professional services, engineered-to-order solutions, recurring services, cybersecurity, safety, remote monitoring, customer technical support and repair, asset management and optimization consulting, and training.
  • The company sells its products through independent distributors in relation to its direct sales force.
  • It serves discrete end markets, including automotive, semiconductor, e-commerce, and warehouse automation; hybrid end markets, such as food and beverage, life sciences, and tire; and process end markets comprising energy, mining, and chemicals.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in specialty industrial machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 46.39 FCF 2.69% Buyback 0.84%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Markel Group Tom Gayner 0.5% $55.6M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $35.6M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $22.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +33.1% +63,200 / 190,913
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 137.6% 13F value change +$17.9M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 34.6% 13F value change +$14.9M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -13.8% 13F value change -$9.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 36,013 Last 3 periods +63,200 (+175.5%) Total shares 99,213 Value $35.6M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 154,900 Last 3 periods +0 (0.0%) Total shares 154,900 Value $55.6M

Recent mentions

No public mentions.